NetSuite Drag and Drop

Stop clicking and wasting your time … Now you can drag and drop in NetSuite. - What this demo covers - In this session, we walk through the NetSuite Drag and Drop bundle, from installation to setup and everyday use. You’ll see how to: • Install and configure the drag and drop bundle • Create folders and record patterns for better organisation • Upload single or multiple files directly to records • Keep files automatically categorised in the file cabinet • Improve collaboration, approvals, and compliance with secure document management in NetSuite - Why it matters - Uploading files should not slow your team down. With NetSuite Drag and Drop, you cut out extra steps, avoid manual folder hunts, and keep everything stored securely where your team needs it. Better efficiency, better accuracy, and smoother approvals. - Watch the demo - See how OneKloudX helps NetSuite users simplify document management and boost productivity with Drag and Drop. If you want to see how this works in your own environment, request a demo today https://onekloudx.com.au/netsuite-demo-request/ - Chapters - 00:00 Welcome and overview 01:00 Installing the bundle 02:25 Setting up preferences and folders 05:10 Uploading files to records 07:40 Multiple file uploads 09:30 Why drag and drop is a game changer 11:00 Wrap up and next steps - Contact & Connect - Contact us on 1800 155 683, or send an email to [email protected]. Connect with us. Join the discussions: LinkedIn: https://bit.ly/32TTRA1 Facebook: https://bit.ly/34ipiEC Join the largest ANZ NetSuite User Group: https://onekloudx.com.au/onekloudx-netsuite-user-group-onug/ And of course, don't forget to subscribe to our YouTube Channel ⬆ #OneKloudX #NetSuiteDragAndDrop #NetSuite #DocumentManagement #ERP #BusinessProductivity #NetSuiteTips #SuiteCloud #FileManagement #NetSuiteDemo